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Drop Shipment

A Drop Shipment is when a vendor ships a product directly to a customer. The process flow is creating a sales order and linking it to a purchase order.

• Create a basic sales order.

• In Sales Line we do not have the Drop Shipment field by default, so we have to add that field by designing.
• To design the page, click on Settings --> Design.

• Drag the Drop Shipment field to Sales Line and fill the remaining field details.

• Now, the Sales Order is ready.
• Let’s create the Purchase Order.

• On the Payment and Shipping fast tab, change the Ship-to field to Customer Address and select the Customer.

• After defining the customer, choose Actions --> Functions --> Drop Shipment --> Get Sales Order.

• Select the Sales Order and click OK.

• It will create a new Purchase Line from the Sales Line.

• To check the Purchase order from the Sales Line, click on More options --> Order --> Drop Shipment --> Sales Order.

• The Sales Order will open, now choose the sales line, Order --> Drop Shipment --> Purchase Order.

• To post the Drop Shipment, we can either Post the Sales Order or Receive the Purchase Order.
• The Purchase order cannot be invoiced until we post the sales order.
• So, let’s Post the sales order.

• Now, let’s post the Purchase Order.

this is how you can create "Drop Shipment" and ship product directly to the customer.

 

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